See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES7+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 | Advisory (Participants) | $35,378 |
MVP PLAN ADMINISTRATORS, INC.7+ years Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 | Contract Administrator | $16,247 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,426 | $77,660+46.1% | $109,143+3.9% | $79,386+42.9% |
| Participation rate | 53.9% | 67.8%-13.9pp | 75.9%-22.0pp | 70.7%-16.8pp |
| Annual return | 19.38% | 23.44%-4.1pp | 25.75%-6.4pp | 116.85%-97.5pp |
| Employer contribution / active EE | $872 | $2,797-68.8% | $3,722-76.6% | $2,427-64.1% |
| Participant deferral / active EE | $1,799 | $3,518-48.9% | $4,653-61.3% | $4,046-55.5% |
| Admin fee / account holder | $449 | $732-38.7% | $6,752-93.4% | $626-28.3% |